Project & Portfolio Management - Templates & Policies

Business Process Improvement Playbook

Use this template to define the set of standard operating procedures for your process improvement.

Business Process Improvement Workbook

Use this template to document and collect the data outputs from the Create a Winning BPI Playbook blueprint.

Process Interview Template

Use this template as a guide for conducting interviews regarding the viability of processes within your organization.

Process Mapping Guide

Use this step-by-step guide to understand the best practices surrounding process mapping.

Prepare to Deploy PPM Suite Project Charter Template

Use this template to create a project charter for the PPM suite preparation team.

PPM Suite Functional Requirements Document Template

Use this template to record project-related and resource management functional requirements for the new PPM suite. This template also records where key PPM data is...

PPM Suite Deployment Timeline Template

Use this template to outline the high-level timeline and major milestones for the preparation, deployment, and post-deployment stages. Establishing a long-term view will...

PPM Suite Deployment Communication Plan Template

Use this template to record your communication plan for the deployment period.

PPM Suite Transition Plan Template

Use this template to record how to transition from existing PPM processes and solutions to the new PPM solution and any new processes needed to support it.

PPM Suite Training Plan Template

Use this template to record how you plan to train users during the deployment and post-deployment phases of your PPM suite. This template allows you to identify existing...
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